Magnolia Capital Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
2025
Q1
$307K Sell
2024
Q4
$275K Buy
2024
Q2
Sell
2024
Q1
$450K Buy
2022
Q2
Sell
2022
Q1
$316K Hold
2021
Q4
$297K Sell
2021
Q3
$276K Buy